Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
In the last 90 days, Cloudflare, Inc. insiders filed 0 open-market purchases and 23 sales; 1,228 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.
13F holders, Q1 2026
Institutional positions in Cloudflare, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,139
- +63 vs. Q4 2025
- Shares held
- 277.0M
- +35.6M (+14.8%) vs. Q4 2025
- Total value
- $57.1B
- +$9.48B (+19.9%) vs. Q4 2025
- New holders
- 180
- 484 more added
- Sold out
- 117
- 341 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 14,406 | $2.97M | 0.01% | +13,691+1,914.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,338 | $2.96M | 0.13% | +1,397+10.8% | Added |
| The PNC Financial Services Group, Inc. | 14,281 | $2.95M | 0.00% | +2,412+20.3% | Added |
| Omers Administration Corp | 14,274 | $2.95M | 0.02% | +3,559+33.2% | Added |
| Main Management ETF Advisors, LLC | 14,234 | $2.94M | 0.11% | −28,047−66.3% | Reduced |
| Livet Wealth, LLC | 14,206 | $2.93M | 1.86% | −275−1.9% | Reduced |
| Brevan Howard Capital Management LP | 14,137 | $2.92M | 0.03% | +5,652+66.6% | Added |
| SummitTX Capital, L.P. | 14,085 | $2.91M | 0.09% | +14,085 | New |
| M&T Bank Corp | 13,991 | $2.89M | 0.01% | +869+6.6% | Added |
| Coastal Investment Advisors, Inc. | 13,768 | $2.84M | 0.99% | −165−1.2% | Reduced |
| National Bank of Canada | 13,642 | $2.82M | 0.00% | +602+4.6% | Added |
| Night Squared LP | 13,615 | $2.81M | 0.41% | +13,615 | New |
| Capula Management Ltd | 13,526 | $2.79M | 0.02% | +6,662+97.1% | Added |
| Castle Rock Wealth Management, LLC | 13,151 | $2.78M | 0.60% | −111−0.8% | Reduced |
| Mutual of America Capital Management LLC | 13,413 | $2.77M | 0.03% | −444−3.2% | Reduced |
| TIAA Wealth Investment Management LLC | 13,246 | $2.73M | 0.02% | +13,246 | New |
| Legato Capital Management LLC | 13,238 | $2.73M | 0.25% | +10,800+443.0% | Added |
| Grandview Asset Management LLC | 13,225 | $2.73M | 0.80% | −84−0.6% | Reduced |
| Park Avenue Securities LLC | 13,135 | $2.71M | 0.02% | +77+0.6% | Added |
| Stratos Wealth Partners, LTD. | 13,012 | $2.68M | 0.03% | +5,854+81.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,844 | $2.65M | 0.08% | −613−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,715 | $2.62M | 0.09% | +814+6.8% | Added |
| Atria Investments LLC | 12,714 | $2.62M | 0.03% | +1,410+12.5% | Added |
| Ocean Capital Management, LLC | 12,310 | $2.54M | 0.52% | +1,231+11.1% | Added |
| Callan Family Office, LLC | 12,302 | $2.54M | 0.06% | +7,211+141.6% | Added |
| Caxton Associates LLP | 12,278 | $2.53M | 0.06% | +12,278 | New |
| Macquarie Group Ltd | 12,195 | $2.52M | 0.02% | −18,079−59.7% | Reduced |
| Institute for Wealth Management, LLC. | 12,123 | $2.50M | 0.27% | +2,806+30.1% | Added |
| Northwestern Mutual Wealth Management Co | 12,041 | $2.48M | 0.00% | +2,059+20.6% | Added |
| Clearbridge Investments, LLC | 11,983 | $2.47M | 0.00% | +4,151+53.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,936 | $2.46M | 0.02% | −2,573−17.7% | Reduced |
| Belpointe Asset Management LLC | 11,769 | $2.43M | 0.09% | +4,327+58.1% | Added |
| Fortis Capital Advisors, LLC | 11,769 | $2.43M | 0.32% | +4,327+58.1% | Added |
| Sterling Capital Management LLC | 11,708 | $2.42M | 0.05% | −5,682−32.7% | Reduced |
| Saudi Central Bank | 11,662 | $2.41M | 0.05% | +11,662 | New |
| Intesa Sanpaolo S.p.A. | 11,616 | $2.40M | 0.15% | −8,010−40.8% | Reduced |
| Royal Fund Management, LLC | 11,500 | $2.37M | 0.23% | +3,494+43.6% | Added |
| Kirtland Hills Capital Management, LLC | 11,328 | $2.35M | 0.75% | +835+8.0% | Added |
| Generali Asset Management SPA SGR | 11,187 | $2.31M | 0.05% | −333−2.9% | Reduced |
| Keybank National Association | 11,154 | $2.30M | 0.01% | +316+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $2.29M | 0.02% | −2,700−19.6% | Reduced |
| Van Eck Associates Corp | 11,025 | $2.27M | 0.00% | +8,980+439.1% | Added |
| Greycroft LP | 11,000 | $2.27M | 1.55% | +3,000+37.5% | Added |
| Snider Financial Group | 10,993 | $2.27M | 0.68% | +10,993 | New |
| SBI Securities Co., Ltd. | 10,944 | $2.26M | 0.06% | −163−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,836 | $2.24M | 0.08% | +800+8.0% | Added |
| Ardsley Advisory Partners LP | 10,800 | $2.23M | 0.34% | +10,800 | New |
| Malaga Cove Capital, LLC | 10,794 | $2.23M | 0.80% | −717−6.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,785 | $2.23M | 0.39% | +10,785 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 10,781 | $2.22M | 0.03% | +10,781 | New |
| Fortis Group Advisors, LLC | 10,828 | $2.22M | 0.37% | −540−4.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 10,586 | $2.18M | 0.23% | +1,986+23.1% | Added |
| Moore Capital Management, LP | 10,536 | $2.17M | 0.08% | +2,492+31.0% | Added |
| Oppenheimer & Co Inc | 10,422 | $2.15M | 0.03% | −828−7.4% | Reduced |
| Alps Advisors Inc | 10,407 | $2.15M | 0.01% | −2,027−16.3% | Reduced |
| Blueshift Asset Management, LLC | 10,349 | $2.14M | 0.65% | +5,678+121.6% | Added |
| Ossiam | 10,307 | $2.13M | 0.04% | +7,947+336.7% | Added |
| Brooktree Capital Management | 10,286 | $2.12M | 1.68% | +8,841+611.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,254 | $2.12M | 0.07% | +267+2.7% | Added |
| Profund Advisors LLC | 10,184 | $2.10M | 0.08% | −1,293−11.3% | Reduced |
| K.J. Harrison & Partners Inc | 10,100 | $2.08M | 0.34% | +10,100 | New |
| MBM Wealth Consultants, LLC | 10,059 | $2.08M | 0.48% | +564+5.9% | Added |
| Peapack Gladstone Financial Corp | 10,051 | $2.07M | 0.03% | +1,931+23.8% | Added |
| Meiji Yasuda Life Insurance Co | 10,030 | $2.07M | 0.07% | +10,030 | New |
| Steel Peak Wealth Management LLC | 10,024 | $2.07M | 0.06% | +7+0.1% | Added |
| SlateStone Wealth, LLC | 10,024 | $2.07M | 0.17% | −837−7.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,000 | $2.06M | 1.07% | +1,500+17.6% | Added |
| Goldstream Capital Management Ltd | 9,959 | $2.05M | 3.06% | −4,641−31.8% | Reduced |
| Brandywine Managers, LLC | 9,906 | $2.04M | 1.20% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 9,892 | $2.04M | 0.07% | −800−7.5% | Reduced |
| Mutual Advisors, LLC | 9,871 | $2.04M | 0.04% | +328+3.4% | Added |
| Fox Run Management, L.L.C. | 10,382 | $2.02M | 0.35% | +8,312+401.5% | Added |
| Private Advisor Group, LLC | 9,768 | $2.02M | 0.01% | +1,700+21.1% | Added |
| Circle Wealth Management, LLC | 9,730 | $2.01M | 0.03% | +3,524+56.8% | Added |
| Raiffeisen Bank International AG | 10,207 | $1.99M | 0.03% | +6,251+158.0% | Added |
| Clarus Wealth Advisors | 9,176 | $1.98M | 0.85% | +443+5.1% | Added |
| Equitable Holdings, Inc. | 10,039 | $1.98M | 0.01% | −80−0.8% | Reduced |
| Assenagon Asset Management S.A. | 9,599 | $1.98M | 0.00% | −260−2.6% | Reduced |
| North Dakota State Investment Board | 9,579 | $1.98M | 0.09% | −1,800−15.8% | Reduced |
| Keystone Wealth Services, LLC | 9,454 | $1.95M | 0.42% | −1,707−15.3% | Reduced |
| WD Rutherford LLC | 9,434 | $1.95M | 0.86% | +4,742+101.1% | Added |
| Everence Capital Management Inc | 9,380 | $1.94M | 0.12% | 00.0% | Unchanged |
| Baader Bank INC | 9,400 | $1.91M | 0.19% | +9,400 | New |
| Geneos Wealth Management Inc. | 9,238 | $1.91M | 0.04% | −1,387−13.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,231 | $1.90M | 0.64% | +131+1.4% | Added |
| Titleist Asset Management, LLC | 9,213 | $1.90M | 0.14% | +278+3.1% | Added |
| United Capital Financial Advisers, LLC | 9,154 | $1.89M | 0.01% | +213+2.4% | Added |
| Diversify Wealth Management, LLC | 8,850 | $1.88M | 0.03% | +2,999+51.3% | Added |
| Sowell Financial Services LLC | 8,853 | $1.83M | 0.07% | +993+12.6% | Added |
| MAI Capital Management | 8,846 | $1.83M | 0.01% | −139−1.5% | Reduced |
| Rafferty Asset Management, LLC | 8,774 | $1.81M | 0.01% | −1,285−12.8% | Reduced |
| Calamos Wealth Management LLC | 8,768 | $1.81M | 0.06% | −502−5.4% | Reduced |
| Bridgewater Associates, LP | 8,758 | $1.81M | 0.01% | −32,139−78.6% | Reduced |
| Altshuler Shaham Ltd | 8,690 | $1.79M | 0.03% | +5,019+136.7% | Added |
| Mission Wealth Management, LP | 8,653 | $1.79M | 0.04% | +40.0% | Added |
| Sequoia Financial Advisors, LLC | 8,651 | $1.79M | 0.01% | +1,538+21.6% | Added |
| Jacobs Levy Equity Management, Inc | 8,632 | $1.78M | 0.01% | −45−0.5% | Reduced |
| NewEdge Wealth, LLC | 8,609 | $1.78M | 0.02% | −111−1.3% | Reduced |
| Jump Financial, LLC | 8,497 | $1.75M | 0.03% | −60,543−87.7% | Reduced |
| Holocene Advisors, LP | 8,463 | $1.75M | 0.00% | −19,949−70.2% | Reduced |